Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.

Nearly three in four financial advisers are using social media with the percentage increasing, according to Intelliflo’s 4th annual survey into social media usage.

Adviser software provider Intelliflo has named the investment providers who will support its robo-advice style Automated Advice Service aimed at clients of advisers using its Intelligent Office (iO) Personal Finance Portal.